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Portfolio (Quarterly) Guide ↗

Eurizon Capital SGR S.p.A.

· CIK 0002107286
13F Portfolio $37.3B AUM 1,237 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1237 New
Page 48 of 62  ·  1,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WAL WESTERN ALLIANCE BANCORP Financial Services 991.0 $82K NEW $82.96 -4.0%
942 WSC WILLSCOT HLDGS CORP Industrials 2,824.0 $81K NEW $28.78 -23.1%
943 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,582.0 $81K NEW $51.02 -12.7%
944 CC CHEMOURS CO Basic Materials 3,972.0 $81K NEW $20.28 -21.2%
945 CAVA CAVA GROUP INC Consumer Cyclical 981.0 $80K NEW $81.94 -10.1%
946 PCVX VAXCYTE INC Healthcare 1,383.0 $80K NEW $57.77 +8.4%
947 BMNR BITMINE IMMERSION TECHS INC Financial Services 5,783.0 $80K NEW $13.81 +65.3%
948 HRB BLOCK H & R INC Consumer Cyclical 2,084.0 $80K NEW $38.26 +40.3%
949 DOX AMDOCS LTD Technology 1,543.0 $79K NEW $51.50 +19.2%
950 OGN ORGANON & CO Healthcare 5,856.0 $79K NEW $13.56 +1.4%
951 VSTS VESTIS CORPORATION Industrials 5,443.0 $79K NEW $14.52 -12.6%
952 AVAV AEROVIRONMENT INC Industrials 568.0 $79K NEW $139.13 +15.2%
953 HAE HAEMONETICS CORP MASS Healthcare 1,049.0 $79K NEW $75.19 +44.7%
954 ENPH ENPHASE ENERGY INC Energy 1,630.0 $79K NEW $48.38 -20.2%
955 YORW YORK WTR CO Utilities 2,553.0 $79K NEW $30.86 +10.3%
956 BCC BOISE CASCADE CO DEL Basic Materials 992.0 $79K NEW $79.33 +4.0%
957 CNNE CANNAE HLDGS INC Consumer Cyclical 5,410.0 $78K NEW $14.50 +6.9%
958 ZG ZILLOW GROUP INC 2,490.0 $78K NEW $31.42
959 SNAP SNAP INC Communication Services 17,394.0 $77K NEW $4.43 +18.2%
960 KMX CARMAX INC Consumer Cyclical 1,437.0 $76K NEW $53.20 +16.8%
Page 48 of 62  ·  1,237 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.0%
Financial Services 10.8%
Consumer Cyclical 10.8%
Healthcare 10.0%
Industrials 8.2%
Communication Services 6.6%
Consumer Defensive 5.1%
Energy 2.9%
Utilities 2.8%
Basic Materials 2.6%